UpRaise roles are to define what data users can access and what they cannot. Also, these roles will define what actions users can/can't take when they hold a certain role. At any given time, one user can have only one role. Let us see what type of roles are available in UpRaise and what they are all about.
Super admin has a kind ofGod-like view wherein he will have unlimited visibility into UpRaise data. Do keep in mind though, it is not mandatory to have a super admin in UpRaise.
Can view own profile and edit custom attributes if allowed by admin.
Can view all team profiles and related data
Can view org chart and user and team list if made public by admins
Impact On / Access Rights
User
User with Company OKR permissions
Admin
Super admin
Administrative settings
NA
NA
Can make any changes in administrative settings.
Can make any changes in administrative settings
OKRs
Can view All own OKRs and other's OKRs only if they shared.
Can view All own OKRs and other's OKRs only if they shared.
This is a special type of role which has permission to create/edit company OKRs, rest of the permissions are similar to user role.
Access to OKRs which are shared with him
All OKRs are visible irrespective of whether they are shared with him or not
Continuous feedback
Can view own and share feedback in the system
Can view own and share feedback in the system
Access to feedback those are shared with him
All feedback are visible irrespective of whether they are shared with him or not
Review Forms
Can view own and shared forms
Can view own and shared forms
Access to forms that are shared with him
All forms are visible irrespective of whether they are shared with him or not
Leaves
Can create/cancel own leave requests
Can view own and shared leave requests
Can view own leave balance/holidays/workweeks
Can create/cancel own leave requests
Can view own and shared leave requests
Can view own leave balance/holidays/workweeks
Can make any changes in policies, enrollments. Access to leave requests that are shared with him.
Can make any changes in policies, enrollments. Access to all leave requests irrespective of whether they are shared with him or not.
Company directory
Can view own profile and edit custom attributes if allowed by admin.
Can view all team profiles and related data
Can view org chart and user and team list if made public by admins
Can view own profile and edit custom attributes if allowed by admin.
Can view all team profiles and related data
Can view org chart and user and team list if made public by admins
Can manage the entire company directory.
Users with this role can create, delete, edit any type of entries, records in the company directory.
Can manage the entire company directory.
Users with this role can create, delete, edit any type of entries, records in the company directory.
Reports
NA
NA
Can create & view all reports
Can create & view all reports
In this section
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